> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callivox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations overview

> What automations do, how a flow is put together, and how flows, runs and your monthly run allowance fit together.

An automation connects Callivox to the other tools your business runs on. It watches for something
happening — a message arrives, a form is submitted, a schedule comes round — and then does work for
you: create a CRM record, update a spreadsheet, send a message, place a call.

<Frame caption="The Automations page lists your flows, grouped into folders, with their status and when they last ran.">
  <img src="https://mintcdn.com/haconsultancy/8jQZZfLAZM_xjJe7/images/automations/automations-list.png?fit=max&auto=format&n=8jQZZfLAZM_xjJe7&q=85&s=caac0b3866209c9471a80dceb8dcc52b" alt="The Automations page in Callivox showing a list of flows with status badges and last-run times" width="2880" height="1800" data-path="images/automations/automations-list.png" />
</Frame>

## Where to find it

Open **Automations** in the left sidebar. The page header reads **Automations**, with a
**Connections** button on the right and two tabs: **Flows** and **Runs**.

Automations are part of the **Integrations & automations** feature, so availability depends on your
plan. The builder needs a drag-and-drop canvas, so it is **desktop only** — on a phone or tablet you
will see a notice reading *"Editing an automation needs the drag-and-drop canvas — open Callivox on
a larger screen to build or edit one."*

## The parts of a flow

A flow is a diagram you build on a canvas. It has two kinds of pieces:

<CardGroup cols={2}>
  <Card title="A trigger" icon="bolt">
    Exactly one, and it always comes first. The trigger decides *when* the flow starts — a Callivox
    event, an incoming webhook, a schedule, or something happening in a connected app.
  </Card>

  <Card title="Actions and logic" icon="diagram-project">
    Everything after the trigger. Actions do the work (create a contact, send a message, add a
    row); logic blocks branch, loop and transform data along the way.
  </Card>
</CardGroup>

You connect the blocks by dragging a line from one block's output to the next block's input. That
line is the order the steps run in.

An automation can only have one trigger. If you try to drop a second one, Callivox shows
**"An automation can only have one trigger."** — delete the current trigger first.

## Flows and runs

The two tabs on the Automations page answer two different questions.

| Tab       | What it shows                                                                                                                                                     |
| --------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Flows** | The automations you have built — their name, status, when they last ran and when they were last edited. This is where you create, edit, organise and delete them. |
| **Runs**  | The history of every execution. One row per run, with its status, duration and a diagram showing which steps ran and which failed.                                |

See [Runs and troubleshooting](/automations/runs-and-troubleshooting) for how to read a run.

## Status: draft, published, off

Each flow row carries one status badge:

| Badge         | Meaning                                                                                                          |
| ------------- | ---------------------------------------------------------------------------------------------------------------- |
| **Draft**     | Saved, but never published. It does not run.                                                                     |
| **Published** | The saved version is live and its trigger is armed.                                                              |
| **Off**       | Disabled. The flow still exists and keeps its history, but its trigger has been retracted, so nothing starts it. |

**Save** keeps your edits without changing what is live. **Publish** makes the version you are
looking at the one that runs. Saving never un-publishes a flow that is already live.

## Turning a flow on and off

Use the **⋮** menu on a flow row and choose **Disable** (or **Enable** to switch it back on).
Disabling is the way to pause an automation without losing it — the flow, its settings and its run
history all stay exactly as they are, and re-enabling arms the trigger again.

## Organising flows into folders

Flows group into collapsible folder sections. Anything you have not filed sits under
**Uncategorized**.

* **New folder** on the toolbar creates one.
* **Move to folder…** in a flow's **⋮** menu files a flow.
* A folder's own **⋮** menu offers **Rename** and **Delete**. Deleting a folder does not delete its
  flows — they move to **Uncategorized**.

## Deleting a flow

**Delete** is in the flow's **⋮** menu, and you will be asked to confirm. If the flow is still live,
the confirmation warns: *"This automation is still enabled — deleting it stops it from running
immediately, and this can't be undone."*

<Note>
  Deleting a flow does not erase its history. Past runs stay visible under **Runs**.
</Note>

## Automation runs and your plan

Every plan includes a number of automation runs per billing period. A banner at the top of the
Automations page tracks where you are — for example **"820 of 1,000 runs remaining"**, plus any
overage for the period.

When the allowance is used up, the banner changes to **"Automation runs exhausted"** with the text
*"You've used all 1,000 included runs. Upgrade your plan to keep running automations."* and an
**Upgrade** button. At that point **Save and Publish are paused too**, not only running — the
builder shows *"You've used all your included automation runs this period — saving and publishing
are paused until you upgrade your plan."*

If your workspace is billed by an account manager, the banner points you to them instead of showing
an Upgrade button. See [Running low and running out](/billing/running-low-and-running-out) for what
else is affected when an allowance runs dry.

## Next steps

<CardGroup cols={2}>
  <Card title="Building a flow" icon="diagram-project" href="/automations/building-a-flow">
    A walkthrough of the canvas, the palette, passing data between steps and publishing.
  </Card>

  <Card title="Triggers" icon="bolt" href="/automations/triggers">
    Every way a flow can start, including webhooks and schedules.
  </Card>

  <Card title="Connectors and connections" icon="plug" href="/automations/connectors">
    The apps you can connect, and how to authorise them.
  </Card>

  <Card title="Runs and troubleshooting" icon="list-check" href="/automations/runs-and-troubleshooting">
    Reading a run, finding the failing step and fixing it.
  </Card>
</CardGroup>
